Private Client Advisor

Raiffeisen Bank Nyon-La Vallée, a fast-growing bank well established in the region with 3 branches, is looking for its future Private Client Advisor for its Nyon branch. Private Client AdvisorWhat do you bring?- Global advisory to private clients and more specifically in the areas of mortgage financing, retirement planning, and investments.- Evaluate the creditworthiness of clients and propose solutions tailored to their needs.- Prepare financing files.- Ensure follow-up throughout the client's life journey.- Analyze and tap into the potential of clients through proactive and continuous portfolio management.- Develop the clientele by targeted acquisition of new clients.- Tasks within the area of activity.What do you offer?- Solid experience in mortgage, retirement planning, and investment fields.- 5 years of experience in a similar position in a bank in Switzerland.- SAQ would be a plus or commitment to obtain it within 3 years.- Good knowledge of the local economic fabric.- Excellent skills and sense of customer service.- Strong commercial proactivity and customer focus.- Dynamic, organized, able to take initiatives while integrating into a cohesive team and having a sense of responsibility.We work in a friendly environment.Values are our pillars. Together. For each other. They shape our way of collaborating and behaving towards one another. The culture of familiarity promotes personal proximity and exchanges on equal footing at all levels.We live diversity and equal opportunities.We encourage diversity of perspectives, experiences, and skills within our teams. This diversity enriches us and decisively contributes to our success.We promote personal and professional development.Lifelong learning is an integral part of our culture. We create a conducive space for professional and personal development for everyone and support targeted training offers as well as covering the costs of further education.We offer attractive working conditions and social benefits, exclusive advantages on banking products, various discounts with third parties, as well as financial stability and superior retirement planning.For any questions about the job content and the recruitment process, please contact Funcasta, HR Manager via email. For questions regarding the application process, we look forward to your online application.About us. jidd2bde5baen jit0310aen jpiy26aen